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DHK Financial Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

DHK Financial Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,448
Closed -$1.46M – 85
2024
Q1 		$1.46M Sell
12,448
-1,177
-9% -$131K 1.03% 25
2023
Q4 		$1.42M Sell
13,625
-527
-4% -$51.9K 1.06% 27
2023
Q3 		$1.35M Sell
14,152
-743
-5% -$72.9K 1.2% 22
2023
Q2 		$1.45M Hold
14,895
– – 1.24% 23
2023
Q1 		$1.32M Buy
+14,895
New +$1.27M 1.64% 18

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DHK Financial Advisors's IUSG Position: Q2 2024 in Review

DHK Financial Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2024, closing a stake of 12,448 shares — an estimated $1.46M sold.

DHK Financial Advisors first reported a position in IUSG in Q1 2023 and held it in 5 quarters. The position peaked at $1.46M in Q1 2024. 684 funds tracked by Wall St. Rank hold IUSG as of Q2 2024.

  • DHK Financial Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2024 after selling out during the quarter.
  • DHK Financial Advisors sold 12,448 iShares Core S&P US Growth ETF shares in Q2 2024, an estimated $1.46M.
  • DHK Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and held it in 5 quarters.
  • DHK Financial Advisors's iShares Core S&P US Growth ETF position peaked at $1.46M in Q1 2024.
  • 684 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2024.

Based on DHK Financial Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.